The iPhone 18 is already driving major shifts deep in the semiconductor supply chain, as Samsung Electronics expands production of image sensors, prompting one of its key testing partners to invest over $120 million in new equipment, The Elec reports.


Doosan Tesna, a South Korean post-process semiconductor testing company, this week announced that it will spend $123 million on test systems from Japan's Advantest, Samsung subsidiary Semes, and Japan Interaction. The investment is equal to 21.77% of the company's total assets, and will be completed in stages between 2026 and March 2027.

The purchase is believed to be directly related to Samsung's new image sensor production line in Austin, Texas, which is expected to supply components for the ‌iPhone 18‌ in 2027. Samsung's return to Apple's camera image sensor supply chain marks its first in roughly a decade and could alter the long-standing dominance of Sony, which has provided nearly all iPhone sensors to date. Apple reportedly sought to diversify suppliers after delays in Sony's deliveries between 2023 and 2024.

Doosan Tesna specializes in electrical testing of wafers after fabrication, a process that identifies defective chips before packaging and improves manufacturing yield. More than 90% of its revenue comes from Samsung's Foundry and System LSI divisions.

Doosan Tesna's decision to diversify away from Teradyne equipment toward Advantest is also notable. Advantest systems are widely used for high-performance chips such as GPUs, memory, and AI processors, suggesting Samsung's new sensors for Apple may demand more advanced verification processes.

Samsung's production line in Austin is a key element in Apple's effort to reduce reliance on Japanese suppliers and to expand production within the United States. If Samsung's sensors meet Apple's performance and reliability standards, the move could make it the company's second major image sensor supplier.

Doosan Tesna's major financial commitment represents over one-fifth of its total assets, reflecting how preparations for Apple's future iPhones are already reshaping global semiconductor investment over a year before production begins.
This article, "Suppliers Already Preparing for iPhone 18's Camera" first appeared on MacRumors.com

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Apple's iPhone 18 Pro models will feature a significantly upgraded rear camera with a variable aperture, ETNews reports.


The Korean-language report claims that only the ‌iPhone 18‌ Pro and ‌iPhone 18‌ Pro Max will feature the camera, which will replace the main wide-angle camera on the rear, sitting alongside the ultra-wide and telephoto cameras.

A variable aperture allows the camera to adjust the amount of light that reaches the sensor. This means that in dark environments, the aperture can be opened to receive more light, while in light environments, it can be closed to prevent over-exposure. It also should provide users with greater control over depth of field, which refers to how sharp a subject appears in the foreground compared to the background.

Apple is now moving ahead with plans to bring the technology to next-generation iPhones and is now discussing components with suppliers. The variable camera is reportedly set to be made by LG Innotech and Foxconn, while the actuator is to be manufactured by Chinese companies Luxshare ICT and Sunny Optical.

Apple has never used a variable aperture on an iPhone camera before. The main cameras on all of the ‌iPhone‌ 14 Pro through iPhone 17 Pro models have a fixed aperture of ƒ/1.78, and the lens is always fully open and shooting with this aperture. Samsung Electronics previously brought a variable aperture camera to its Galaxy S9 and Galaxy S10 models in 2018 and 2019, but due to increased thickness and high price, it dropped the feature in 2020.

The report corroborates a rumor from Apple analyst Ming-Chi Kuo shared in December last year. The ‌iPhone 18‌ Pro and ‌iPhone 18‌ Pro Max are expected to be announced alongside the iPhone Air 2 and Apple's first foldable ‌iPhone‌ in the fall of 2026.
This article, "iPhone 18 Pro's Major Camera Upgrade to Be Variable Aperture" first appeared on MacRumors.com

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